David James Boyd
Professional Summary
David James Boyd is a registered financial advisor currently at B.O.S.S. RETIREMENT ADVISORS, LLC located in Bountiful, Utah. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
OSAIC WEALTH, INC.
SIMPLE FINANCIAL, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
SIMPLE FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
SIMPLE FINANCIAL, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
SIMPLE FINANCIAL, LLC
Years of Experience
5 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
SIMPLE FINANCIAL, LLC
Current Firm
B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS
Contact Information
Main Address
2500 Executive Parkway Suite 500, Lehi, UT 84048Phone Number
(801) 990-5055# of Employees
87SEC notice filing (21 States and Territories)
Registered to provide investment advisory services in 21 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
11,452AUM (Assets Under Management)
$1,382,665,452Similar Advisors
OSAIC WEALTH, INC.
SIMPLE FINANCIAL, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
OSAIC WEALTH, INC.
SIMPLE FINANCIAL, LLC
Primary Firm SEC Registration
B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS
State Registrations and Notice Filings
(10/7/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OSAIC WEALTH, INC.
SIMPLE FINANCIAL, LLC
CRS (Client Relationship Summary) - RIA
Click below to view David James Boyd's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
SIMPLE FINANCIAL, LLC
